Platform Strategy

Our platform strategy practice is centered on helping clients build enduring firms.

Investors increasingly are seeking to forge long-term relationships with managers that not only replicate strong absolute returns but set out to build lasting organizations.

Sundial Park Group’s platform strategy practice is centered on helping you develop lasting product, talent, and firm strategies.

AN ENDURING FIRM IS CHARACTERIZED BY:

A five- to ten-year strategy roadmap that contemplates the firm’s investment strategy in changing market conditions, potential product expansions, and growth into adjacent sectors and geographies

Organizational and talent development plans that enable the firm to deliver the best investment management expertise (front and back office) to its partners; and

Fundraising and investor relations programs aimed at attracting and retaining the firm’s limited partners

PLATFORM STRATEGY

  • Strategic Plans
  • Product extensions
  • Talent acquisition and retention
  • Organizational design
  • Succession planning
  • Long range capital raising roadmap